TAKE THE OPPORTUNITY TO LIVE WELL

Of the new year, celebrated Victorian poet Alfred Lord Tennyson said, “Ring out the false, ring in the true.” So, in that spirit, we pose two questions:

  1. Do you feel wealthy?
  2. Do you feel “well-thy”?

In response to the first question, like most people, your mind probably went to the size of your bank account. However, change one small letter and your perspective may have shifted dramatically. You may have found yourself thinking of your health, your family, your friends, your role in your community, your connection to a higher power, your career, your hobbies and more.

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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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